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In this digital age, almost everything we do can be accessed from the computer. Even transactions and receipts are stored in our online shopping accounts and sent via e-mail.
It’s no surprise tracking expenses online is becoming a great way to manage your finances. With the continued decline of paper receipts and the undeniable rise of the digital ones, a tool called Expensify helps you consolidate and manage web receipts in one place. In addition to turning any web page into a receipt, it lets you use them in expense reports or group them into categories.
After downloading the extension for Chrome, you’ll notice the Expensify icon on the menu bar (top-right corner of the browser).
Follow the next prompts to create an account starting with your email address.
You should then see all the receipts you created on the dashboard, with the newest on the left-most corner. From here, you can either edit a receipt, add it to an expense report, download, import or merge more than one receipts.
Next, I created an Expense Rule to automatically assign chúng tôi into the Expense category “Website.”
Additionally, you can import receipts from other sources like a file in your computer, your scanner, email, Evernote or Dropbox.
With external web services like Dropbox and Evernote, a pop-up window will appear and will prompt you to log in to your account. Be sure you don’t have pop-ups blocked in your browser settings.
The tool is packed with features and requires a bit of exploration for you to get the full benefits, but it’s well worth it. After all, keeping tabs on your expenses is a good use of your time.
Kim Barloso
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